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IT ALL STARTS WITH LISTENING TO OUR CLIENTS’ NEEDS AND CONCERNS GRAND RIDGE CAPITAL LLC is an independent multi-family office providing strategic, financial and investment advice for a select group of individuals and families. Our objective is to assist clients in growing their capital and transferring their financial and family legacies to future generations and charitable beneficiaries. We use the term “multi-family office” to convey the comprehensive nature of the many important

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IT ALL STARTS WITH LISTENING TO OUR CLIENTS NEEDS AND CONCERNS GRAND RIDGE CAPITAL LLC is an independent multi-family office providing strategic, financial and investment advice for a select group of individuals and families. Our objective is to assist clients in growing their capital and transferring their financial and family legacies to future generations and charitable beneficiaries. We use the term multi-family office to convey the comprehensive nature of the many important

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6 Philanthropy

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Home | grandridgecapital.com Reviews

https://grandridgecapital.com

IT ALL STARTS WITH LISTENING TO OUR CLIENTS NEEDS AND CONCERNS GRAND RIDGE CAPITAL LLC is an independent multi-family office providing strategic, financial and investment advice for a select group of individuals and families. Our objective is to assist clients in growing their capital and transferring their financial and family legacies to future generations and charitable beneficiaries. We use the term multi-family office to convey the comprehensive nature of the many important

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grandridgecapital.com

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Our Services

http://www.grandridgecapital.com/id4.html

Grand Ridge Capital, LLC. An Independent Multi-family Office. WEALTH MANAGEMENT SERVICES PROVIDED. We assist our clients in assuring that their wealth enhances their own lives and, if they wish, gives them an opportunity to make lasting, positive contributions in the world. We help develop strategic philanthropic plans, choose appropriate giving vehicles and implement plans in a cost-efficient manner. Strategy and Asset Allocation. US and International Equities. Taxable and Tax Exempt Fixed Income.

2

Our Philosophy

http://www.grandridgecapital.com/id3.html

Grand Ridge Capital, LLC. An Independent Multi-family Office. THE GRAND RIDGE INVESTMENT PHILOSOPHY. Managing wealth over generations requires a special investment approacha style that provides for today and preserves for tomorrow. At Grand Ridge, our goal is to produce consistent, attractive returns over timereturns that not only meet each clients short-term objectives, but also the needs of future generations.

3

Your Partner

http://www.grandridgecapital.com/id5.html

Grand Ridge Capital, LLC. An Independent Multi-family Office. GRAND RIDGE YOUR PARTNER. Grand Ridges partners operate as a familys trusted advisor by providing and coordinating all financial, investment and wealth advice with objectivity and discretion. We established Grand Ridge to serve the needs of individuals and families who seek objective and customized advice from seasoned and discreet professionals. The over-riding priorities we hear from clients are trust, reputation and responsiveness.

4

Our Approach

http://www.grandridgecapital.com/id2.html

Grand Ridge Capital, LLC. An Independent Multi-family Office. OUR HOLISTIC APPROACH TO WEALTH MANAGEMENT. Listening to our clients needs is the cornerstone of everything we do at Grand Ridge. Our wealth management allows clients to pursue their professional and personal goals, and to prepare for the future while preserving their purchasing power over time. The Benefits of Grand Ridges Wealth Management Services Include:. Coordination of sophisticated tax and estate planning.

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Grand Ridge Capital, LLC. An Independent Multi-family Office. IT ALL STARTS WITH LISTENING TO OUR CLIENTS NEEDS AND CONCERNS. Grand Ridge Capital, LLC. Montclair, NJ 07042. Phone (973) 428 5288. Fax (973) 629 1142. New York, NY 10271. Whether it is an entrepreneur confronted with the proceeds of a successfully sold business, an affluent executive faced with a large, concentrated position in company stock, or an individual faced with a very large inheritance, there is a great need for wealth management&#...

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